YC

Yuan Conde

Investment Advisor Representative at Transamerica Financial Advisors, Inc.

Yuan Conde is an experienced financial professional with a diverse background in investment advising and mortgage consulting. Serving as an Investment Advisor Representative at Transamerica Financial Advisors, Inc. since January 2012, Yuan also holds the position of Senior Marketing Director at World Financial Group (WFG), a financial service marketing company, since January 2004. Previous roles include Mortgage Loan Consultant at Revolution Mortgage from December 2020 to July 2023, Mortgage Consultant at Priority Mortgage from January 2011 to October 2020, and Senior Loan Officer at New Hope Financial from April 2004 to May 2008. Yuan's extensive experience in both financial advising and mortgage services demonstrates a strong commitment to helping clients navigate their financial needs.

Links


Org chart

This person is not in the org chart